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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Cabot Wealth Management
Massachusetts
$809K -$23.1K -890 -3%
WA
202
WBH Advisory
Maryland
$793K +$27.4K +1,052 +4%
FNC
203
First National Corp
Massachusetts
$762K -$3.28K -126 -0.4%
LCM
204
Liberty Capital Management
Michigan
$762K +$454K +17,442 +154%
OCM
205
One Capital Management
California
$761K -$258K -9,916 -26%
ACM
206
Armbruster Capital Management
New York
$761K +$137K +5,268 +22%
AWM
207
Avior Wealth Management
Nebraska
$743K +$34.8K +1,338 +5%
LFS
208
Lutz Financial Services
Nebraska
$739K +$3.12K +120 +0.4%
MML Investors Services
209
MML Investors Services
Massachusetts
$732K +$53.5K +2,056 +8%
DP
210
DDD Partners
Washington
$728K +$364 +14 +0.1%
FC
211
Financial Consulate
Maryland
$708K -$658K -25,300 -49%
AP
212
Appleton Partners
Massachusetts
$702K -$6.24K -240 -0.9%
PAM
213
Peak Asset Management
Colorado
$701K +$57.3K +2,202 +9%
CGFA
214
Colton Groome Financial Advisors
North Carolina
$697K +$684K +26,284 New
CA
215
Continuum Advisory
Idaho
$680K +$192K +7,386 +40%
PCIA
216
Prime Capital Investment Advisors
Kansas
$680K +$667K +25,646 New
RW
217
REDW Wealth
New Mexico
$656K +$241K +9,270 +60%
BFIC
218
Bedell Frazier Investment Counselling
California
$649K +$637K +24,494 New
SFG
219
StrategIQ Financial Group
Indiana
$621K -$20.8K -798 -3%
CIC
220
Carnegie Investment Counsel
Ohio
$610K +$8.58K +330 +1%
WCWM
221
Willow Creek Wealth Management
California
$584K +$3.95K +152 +0.7%
W
222
Wealthquest
Ohio
$581K -$65.9K -2,534 -10%
PWM
223
Perigon Wealth Management
California
$577K -$5.67K -218 -1%
CA
224
Cambridge Advisors
Nebraska
$563K +$552K +21,228 New
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$552K +$97.5K +3,748 +22%